CRMs for NGOs/NPOs/Charity Organizations

Can a dedicated CRM System assist NGOs and NPOs? People who run NGOs often forget about the vital nature of keeping people on-side. This is why it’s very important to use the right kind of CRM software. Setting up a dedicated IT system is expensive and a logistical challenge. Technology can often feel counter-productive to new users. If this sounds like you, then using a CRM for nonprofits might be the ideal place to start. CRM stands for Customer Relationship Management, and is a vital tool for dealing with many of the issues faced by NGOs and NPOs.

As a small non-profit organization, you need a CRM solution that can help you manage your donor and volunteer relationships, track donations, and stay organized. Here are some important features to look for:

Contact management:
A good CRM solution for a non-profit organization should provide robust contact management features that allow you to store and organize contact information for your donors, volunteers, and other stakeholders, including their name, address, email, phone number, and any notes or other important information about their engagement with your organization.

Donation tracking:
Look for a CRM solution that offers donation tracking features, including the ability to track donations by donor, date, amount, and other relevant information. This can help you better understand your donors' giving patterns and identify opportunities for fundraising and engagement.

Volunteer management:
If your organization relies on volunteers, look for a CRM solution that provides volunteer management features, including the ability to track volunteer hours, skills, and interests. This can help you match volunteers with appropriate opportunities and better engage them in your organization's mission.

Campaign management:
A good CRM solution for a non-profit organization should provide campaign management features that allow you to create and manage fundraising and marketing campaigns, track their performance, and measure their impact.

Grant management:
If your organization applies for grants, look for a CRM solution that provides grant management features, including the ability to track grant applications, deadlines, and reporting requirements.

Customization:
As a non-profit organization, your needs may be unique, and you may require a CRM solution that can be customized to meet your specific requirements. Look for a solution that offers customization options, including the ability to create custom fields, workflows, and reports.

Integration with other software:
To streamline your workflow, look for a CRM solution that integrates with other software solutions your organization uses, such as email marketing platforms, accounting software, and fundraising platforms.

Security:
As a non-profit organization, you deal with sensitive donor and volunteer information, and it is important to choose a CRM solution that provides robust security features, including data encryption, user authentication, and backup and disaster recovery options.

In summary, when selecting a CRM software for your non-profit organization, look for a solution that provides robust contact, donation, and volunteer management features, campaign and grant management, customization options, integration with other software, security, and other features that can help you stay organized and efficient. By selecting a CRM solution that meets these criteria, you can improve your donor and volunteer engagement, better manage your fundraising and marketing campaigns, and advance your organization's mission.


Capsule CRM

4.7

Capsule does an amazing job of putting so much functionality into …

Capsule does an amazing job of putting so much functionality into such an inexpensive, simple relationship management tool.

This CRM is highly recommended for NGOs because they take the client relationships at the heart of your organization to the next level and focus on delivering your expertise by using Capsule, the CRM for Professional Services.

Capsule’s intuitive features and layout means it is easy to adopt and get started with, leaving you to concentrate on offering exceptional service and building your client base. It’s easy to add users or access new features as and when you need to

Capsule integrates with Microsoft Outlook and 365 as well as Google Workspace. It also seamlessly integrates with a wide range of solutions for everything from invoicing and accounting through to contracts and proposals, allowing you to tailor your solutions to fit your end-to-end process.

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EngageBay

4.6

Free CRM for Nonprofits. Being humane with affordable technology …

Free CRM for Nonprofits.

Being humane with affordable technology for noble missions

You are a non-profit organization. You are looking for a powerful and affordable CRM system for your non-profit. Well, your search has just ended. With EngageBay, you won’t ever go wrong again. Not only do they offer a free version with limited features, but our paid versions are also so affordable, you will be pleasantly surprised.

EngageBay is loaded with a slew of great features such as – email marketing, landing pages, 360-degree customer view, contact management, appointment scheduling, reports, and so much more. It also comes with social collaboration tools that help you manage volunteers, discuss ideas and set tasks for each other.

With all this and more on offer, EngageBay CRM for nonprofits makes your noble work so much easier and organized that you can simply focus more on your core responsibilities – that of social work.

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mondday.com

4.6

When running a nonprofit, you need to wear many hats and operate in …

When running a nonprofit, you need to wear many hats and operate in many ways, from task management to team member champion.

You’re responsible for fundraising to fulfill your organizational mission and sustain the nonprofit while also carrying out any services and programs you offer. When you’re short on staff and resources — like many nonprofits — you need to find a way to effectively manage your projects and tasks. After all, you owe it to your donors and the people you serve.

An easy way to accomplish this is by investing in project management software for nonprofits. While this might seem like a big investment, it will pay off in the long run. In this article, we’ll show you exactly how to use monday.com Work OS as a project management tool that takes you beyond scheduling meetings or sharing files in Google Drive.

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CiviMobile Solutions LLC - For Non-Profits

​​CiviMobile is a mobile app built to make the most of CiviCRM, the greatest CRM for nonprofits, allowing users to have constant access to the CRM data from their mobile devices and enter/view/edit it in a convenient and mobile-friendly way.

The app empowers nonprofit organizations with wide possibilities for managing internal processes, organizational contacts, activities, cases and events on the go.

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Salsa CRM - Salsa Labs

Nonprofit software industry providers, DonorPro and Salsa CRM – Salsa Labs, have joined forces to create a unique, truly integrated online communications, fundraising, advocacy and donor management platform designed to radically advance supporter engagement.

Salsa’s tools help nonprofit organizations engage supporters through targeted email communications, social sharing, advocacy, donation and sign-up forms. This feature rich systems includes unlimited advocacy forms with built-in federal, state, and local legislative targeting, storefronts, peer-to-peer donation pages, and chapter management. There are no additional processing fees on transactions. Online training and strategy webinars help growing and established non-profit’s enhance their communications and manage their fundraising. Pricing is available on application. There is an additional cost for the fundraising feature. A free demo is available.

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Abila MIP Advance™

Abila MIP Fund AccountingAdvance is a finance management and fund accounting solution designed to serve nonprofits and municipalities. The solution can be deployed on-premise, in the cloud or be self-hosted. Abila MIP is an integrated suite offering accounting, procurement, budgeting, payroll, human resources, timekeeping, fixed asset management, grant management and dashboard functionalities. The solution enables users to manage and report on multiple cost centers at the general ledger level including multiple organizations, funds, projects, grants, programs, departments and locations. The built-in HRM functionality allows businesses to manage attendance and payroll processes of their employees.

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Bloomerang

Founded in August of 2012, Bloomerang has established itself by incorporating the best practices of fundraising into a solution for small and growing nonprofits. Bloomerang takes a look at an organization’s donor records, tracks the best time to contact each donor, and measures a donors Engagement Level. With Bloomerang, the donor retention rate can be accessed at a glance from the Donor Retention Cockpit, where each donor has a profile of their giving summary. This system is a good fit for small to mid-sized nonprofits. The easy-to-use interface decreases training time so that nonprofits can be fully operational with a minimal learning curve. Pricing starts at $99 per month.

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Blue Utopia

A comprehensive fully integrated software and data system that helps you build better relationships, deliver better communications, raise more money, organize supporters, and grow your organization to make progressive change. Pricing starts at around $35 per month. A free trial is available.

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Borneosoft

Borneosoft is a cross platform one stop solution with the ability to share information/online documents among team members. The Form builder allows you to create instantly available online forms without any programming or database knowledge. There are collaboration and productivity applications with online document sharing, contact, calendar with the ability to send RSVP and to get the RSVP responses in real time. E-mail is part of the platform. These can be sent directly from a sales lead/opportunity and all replies will be stored under that sales lead/opportunity. Users can start with the sales lead/opportunity and find all email conversations in that lead/opportunity to focus on sales activity. There is a free version on offer with paid versions starting at $14.90

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